Financial Advisors Gold Coast

My Wealth Solutions are a team of professional advisors who help everyday families across the Gold Coast create their dream financial futures.

At My Wealth Solutions, we believe that everyone, regardless of their location or the balance of their bank account, deserves access to expert financial advice.

That’s why our team of financial professionals often travel and have helped clients everywhere from Broadbeach to Burleigh Heads to Currumbin achieve financial security and peace-of-mind.

Whether you’re looking to get your financial world sorted, want to purchase your first home or are just interested in investing, our wide pool of experience means that we’re uniquely positioned to help turn your financial dreams into your future reality.

Why We’re Different

Due to our experience helping everyday families achieve their financial goals, we understand exactly what they want from their team of dedicated financial professionals.

At My Wealth Solutions, we’re focused on providing financial advice that is tailored specifically to your unique financial situation. That means we’ll never recommend a strategy to you that hasn’t been designed just for you and your particular financial needs.

For us, financial planning isn’t about telling you about what you’ve done wrong. Instead, it’s about helping you set clear financial goals and creating the right plan to help you achieve these goals. And that’s only the first step as we’ll continually work with you to review and adjust your financial plan as your needs change.

In other words, you won’t have to spend another minute wondering about whether you’re making the right financial decision. With a team of experts only a phone call away, you’ll be able to tackle all of life’s financial challenges with confidence with us at your side.

By becoming a part of the My Wealth Solutions community, you’ll gain access to the following benefits:

  • Crystal-clear financial understanding at every stage on your journey
  • Financial guidance tailored specifically to your circumstances and needs
  • A team of financial experts at your fingertips
  • Financial support and clarity wherever and whenever you need it
  • A comprehensive financial plan designed specifically to help you meet your goals
  • Ongoing reviews and adjustments to your financial plan as your needs change
  • A support team who are always happy to help with any questions you may have

We understand the world of finance can be intimidating if you’re not experienced in it. That’s why we don’t use confusing industry jargon and will always make sure that you understand exactly why we’re recommending the strategies that we do.

Ready to kick-start your financial future with a financial plan designed to help you turn your financial dreams into your future reality?

We’re Here To Help

To help you get started on your journey to financial security and peace-of-mind, we offer an initial consultation where the cost is on us.

The aim of this consultation is simple: we want to get to know you and your financial world personally before we make any recommendations to you. By doing this, we can ensure we’re able to create a financial plan tailored to your unique lifestyle and short, medium and long-term financial goals.

During your initial consultation, which is called a Discovery Appointment, your financial advisor will help you:

  • Gain a comprehensive understanding of your entire financial situation
  • Answer any questions or concerns you may have
  • Define realistic and achievable financial goals for your future
  • Map out a practical path to get you from where you are now to where you want to be
  • Create a roadmap for your financial journey from the strategies discussed
  • Ensure you’re on track to achieve financial security and peace-of-mind

Don’t waste another minute worrying about your money or what your family’s financial future looks like. Achieving financial security has never been easier with our support and guidance to help you.

Just like we’ve helped our current Gold Coast clients take practical steps towards achieving their dream financial future, we’re ready to help you do the same.

All you have to do to get started is get in touch with our team of financial experts today.

Book Your Free Consultation

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CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
award winning and highly recommended